Senior Reporting Analyst Job Description
Senior reporting analyst
provides technical training at an intermediate level related to SSRS – Report Builder, SQL Queries and Functions, Excel Integration with a relational database.
Senior Reporting Analyst Duties & Responsibilities
To write an effective senior reporting analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included senior reporting analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Manage all HR reporting needs to include generating and validating routine, scheduled, unique and ad hoc reports
Recommend process, procedural, reporting and system changes that will improve and enhance the HR function
Provide support to junior staff members on a variety of reporting issues
Develop and maintain databases, tables and processes to automate reports and analysis
Provide support to external auditors during audits of financial statements and controls interim reviews
Assist in the reconciliation of the intercompany balances and the control of the intercompany accounts
Assist with financial reporting function (10K, 10Q)
Completion of annual profit plan
Tracking and reporting to management progress of report completion
Ensure all reports are filed timely and accurately and are in agreement with other externally reporting information
Senior Reporting Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Reporting Analyst
List any licenses or certifications required by the position: CPA, MBA, CFA, CMA, PMP, ITIL, CFE, CIPM, CAMS, SOX
Education for Senior Reporting Analyst
Typically a job would require a certain level of education.
Employers hiring for the senior reporting analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Business, Economics, Education, Computer Science, Statistics, Business/Administration, MBA, Mathematics
Skills for Senior Reporting Analyst
Desired skills for senior reporting analyst include:
SQL
Relational databases
Database structures
Excel in particular
Microsoft Office
MS Excel
Excel
Tableau
Job area typically obtained through advanced education combined with experience
Project management
Desired experience for senior reporting analyst includes:
BA/BS degree in Business, Accounting, Economics or related field required
Ability to interact with the GRC senior management team, peers and executives across the organization
Experience with/ability to learn wide range of reporting tools (SAP BI, MicroStrategy)
Preparation & analysis of consolidated financial statements, quarterly press releases, annual 10-K and interim 10-Q reports
Monthly and ad hoc financial analysis
Strong software skill set
Senior Reporting Analyst Examples
1
Senior Reporting Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of senior reporting analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior reporting analyst
- Assess and review financial reporting controls
- Prepare a variety of reports used to assist the month-end close and monitor account activity
- Prepare and analyze journal entries and reconcile/verify accounts on as needed basis
- External financial reports (earnings releases, SEC filings and debt covenant reporting)
- Preparation of quarterly and annual 10-Q/10-k reports
- Assist in the documentation SOX compliance
- Act as the information liaison to the business, the first point of contact for data and reporting issues & needs
- Drive prioritization of output to ensure the most value-add product is delivered to the business
- Conduct moderately complex financial analyses and reports for department management
- Design and build data sets, from various sources while thinking strategically about uses of data and how data use interacts with data design
Qualifications for senior reporting analyst
- Working knowledge of SAS Enterprise Miner, FICO Model Builder or Angoss Knowledge Seeker is an asset
- Ability to juggle multiple concurrent tasks
- Bachelor’s degree in accounting and a minimum of 4 years of relevant experience either in public accounting working with publicly-traded clients
- Approximately 2-3 years of accounting experience in a complex, multi-national organization
- Consolidations background, preferably, HFM experience
- Accounting knowledge complemented by a strong financial systems orientation
2
Senior Reporting Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of senior reporting analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior reporting analyst
- Analyze and review data submitted by divisions/business units for quarterly consolidated financial reporting, including account fluctuation analysis
- Prepare monthly/quarterly management reports using LongView financial reporting system
- Interact with internal and external auditors during quarterly reviews and annual audit
- May be assigned special projects as required
- Troubleshoot and resolve problems within Hyperion reporting and business processes
- Prepare monthly internal financial schedules (journal entries, reconciliation schedules, variance reporting, month-end closing)
- Very detailed review of work delivered by local bookkeeper
- Researches statutes and maintains current summaries
- Calculates various transaction thresholds and prepares regulatory filings for affiliated transactions and corporate governance
- Completes exam planning tasks including gathering of information
Qualifications for senior reporting analyst
- You will be responsible for producing collections reporting, strategy reporting, assisting with the validation of collections strategies, developing new reporting based on business needs, and supporting ad hoc data requests from support partners in the bank
- Lead/participate in the identification, development and implementation of new initiatives, operating workflow, operational efficiencies
- Ability to communicate issues clearly and succinctly to coworkers, custodians, and
- Vendors, as needed
- BA/BS degree in Business with concentration in MIS, Finance or Accounting, or equivalent work experience required
- 2-4 years financial reporting, financial systems, programming experience required
3
Senior Reporting Analyst Job Description
Job Description Example
Our growing company is looking for a senior reporting analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior reporting analyst
- Assist with the coordination of the annual goodwill impairment analysis, including generating balance sheets by reporting units, assembling reporting unit projections, and working with outside experts
- Assist with the completion of audits related to the Company’s benefit plans, including preparation of the financial statements
- Work with worldwide entities to ensure they are providing complete, accurate, and thorough reporting packages as it relates to financial reporting
- Ensure that the processes and controls surrounding the financial reporting process are documented in a manner which ensures adequate internal controls
- Provide audit support as needed through regular interaction with internal and external auditors
- Work closely with external auditors to facilitate the timely completion of the quarterly reviews and annual audit of the Company’s financial statements
- Responsible for assisting with various internal and external reporting requirements as needed
- Monitor the development of new and revised reporting rules and regulations (issued by FASB, IFRS, SEC) to determine the impact of new pronouncements on CF
- Build strong relationships with business partners to understand business objectives and challenges to build reporting/analytics that address partner needs
- Create, develop, and deliver reporting packages and multiple levels in the organization
Qualifications for senior reporting analyst
- 3+ years experience in the financial services industry, preferably within the Mortgage Servicing
- Ability to adapt to a rapidly changing environment and take on different roles
- Develop robust reporting data sets and code
- Build data quality checks into developed applications and processes
- Create an appropriate level of documentation to support each report development cycle
- Capture metadata for all transformations and processes
4
Senior Reporting Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a senior reporting analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior reporting analyst
- Manage and coordinate the preparation of the Original Budget, Long Range Plan and Rolling Forecast process in accordance with PM requirements
- Ensure the figures are accurate and submitted (in the corresponding systems) on time
- Ensure transparency and clear understanding of financial data, and guarantee that management is kept informed of the business situation and can speedily and efficiently rectify adverse conditions
- Coordinate, supervise and submit senior and executive management presentations within the time constraints and with the appropriate quality
- Ensure the propriety and the accuracy of the presentations' contents
- Support the Management team to guide them to take strategic decisions by providing them with appropriate financial analysis, impacts of different scenarios as required, accurate information of different budget issues
- Provide guidance to the different cost centers on how to prepare their budgets
- Perform analysis of physician productivity rates and compares them to national and regional benchmarks by specialty
- Build financial models to analyze the impact of clinic and clinician performance
- Program (create) and maintain tools for ETL (extracting, transforming and loading data) utilizing various integrated developer environments (IDEs) and application programming interfaces (APIs)
Qualifications for senior reporting analyst
- Must have entrepreneurial inclination to discover novel opportunities for applying techniques to business/scientific problems in a detailed manner
- Good verbal, written and interpersonal communication skills are necessary
- 5-7 years of hands on data analysis experience
- Ability to interface with clients and stakeholders at all levels
- Expertise in delivery technologies and data access, including familiarity with metadata, data organization, data relationships, data quality assessment and data profiling
- Familiarity with real estate terminology and finance practices and principles
5
Senior Reporting Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of senior reporting analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior reporting analyst
- Identify and address any ad hoc issues regarding the production of reports and escalate to the appropriate team
- Reconcile client expectations with the numbers reported by our system using alternate systems like Bloomberg, Reuters, and other in-house resources
- Research companies and securities using Bloomberg, Reuters, internet and other resources
- Work with hedge fund managers (often high level individuals at some of the largest hedge funds in the world) to source data, discuss the content and production of risk reports, and answer queries on risk exposures, measures, scenarios, & value-at-risk calculations
- Identify and Inform Supervisor of any issues within the assigned tasks
- Responsible for the investment reporting function for U.S. GAAP requirements of the Insurance Company, subsidiaries and affiliates
- Interprets new pronouncements and guidelines issued by authoritative associations in relation to U.S GAAP or various regulations
- Responsible for the end to end RtR process
- Completion of monthly tasks including month end procedures
- Completion of ad hoc tasks as requested by the client
Qualifications for senior reporting analyst
- Excellent verbal and written communication skills with the ability to work with various level of management and senior management to convey findings concisely through presentations and business commentaries
- Strong team player who fosters and thrives in an environment of peer development and sharing
- Enthusiastic and focused self-starter who can work with minimal supervision to strict deadlines and is able to prioritize, multitask, and manage various projects simultaneously
- Ability to perform reporting and analysis within a database or datamart environment and manipulate and interpret large amounts of data
- Work with multiple platforms, architectures, and diverse technologies gathering requirements
- Implement slowly changing dimensions transaction, accumulating snapshot, and periodic snapshot fact tables